Chess

Chess, one of the oldest and most popular board games, played by two opponents on a checkered board with specially designed pieces of contrasting colours, commonly white and black. White moves first, after which the players alternate turns in accordance with fixed rules, each player attempting to force the opponent’s principal piece, the King, into checkmate—a position where it is unable to avoid capture.

Chess first appeared in India about the 6th century ad and by the 10th century had spread from Asia to the Middle East and Europe. Since at least the 15th century, chess has been known as the “royal game” because of its popularity among the nobility. Rules and set design slowly evolved until both reached today’s standard in the early 19th century. Once an intellectual diversion favoured by the upper classes, chess went through an explosive growth in interest during the 20th century as professional and state-sponsored players competed for an officially recognized world championship title and increasingly lucrative tournament prizes. Organized chess tournaments, postal correspondence games, and Internet chess now attract men, women, and children around the world.

This article provides an in-depth review of the history and the theory of the game by noted author and international grandmaster Andrew Soltis.

Characteristics of the game

Chess is played on a board of 64 squares arranged in eight vertical rows called files and eight horizontal rows called ranks. These squares alternate between two colours: one light, such as white, beige, or yellow; and the other dark, such as black or green. The board is set between the two opponents so that each player has a light-coloured square at the right-hand corner.

Algebraic notation

Individual moves and entire games can be recorded using one of several forms of notation. By far the most widely used form, algebraic (or coordinate) notation, identifies each square from the point of view of the player with the light-coloured pieces, called White. The eight ranks are numbered 1 through 8 beginning with the rank closest to White. The files are labeled a through h beginning with the file at White’s left hand. Each square has a name consisting of its letter and number, such as b3 or g8. Additionally, files a through d are referred to as the queenside, and files e through h as the kingside. See Figure 1.

Moves

The board represents a battlefield in which two armies fight to capture each other’s king. A player’s army consists of 16 pieces that begin play on the two ranks closest to that player. There are six different types of pieces: king, rook, bishop, queen, knight, and pawn; the pieces are distinguished by appearance and by how they move. The players alternate moves, White going first.

King

White’s king begins the game on e1. Black’s king is opposite at e8. Each king can move one square in any direction; e.g., White’s king can move from e1 to d1, d2, e2, f2, or f1.

Rook

Each player has two rooks (formerly also known as castles), which begin the game on the corner squares a1 and h1 for White, a8 and h8 for Black. A rook can move vertically or horizontally to any unobstructed square along the file or rank on which it is placed.

Bishop

Each player has two bishops, and they begin the game at c1 and f1 for White, c8 and f8 for Black. A bishop can move to any unobstructed square on the diagonal on which it is placed. Therefore, each player has one bishop that travels only on light-coloured squares and one bishop that travels only on dark-coloured squares.

Each player has two knights, and they begin the game on the squares between their rooks and bishops—i.e., at b1 and g1 for White and b8 and g8 for Black. The knight has the trickiest move, an L-shape of two steps: first one square like a rook, then one square like a bishop, but always in a direction away from the starting square. A knight at e4 could move to f2, g3, g5, f6, d6, c5, c3, or d2. The knight has the unique ability to jump over any other piece to reach its destination. It always moves to a square of a different colour.

Capturing

The king, rook, bishop, queen, and knight capture enemy pieces in the same manner that they move. For example, a White queen on d3 can capture a Black rook at h7 by moving to h7 and removing the enemy piece from the board. Pieces can capture only enemy pieces.

Pawns

Each player has eight pawns, which begin the game on the second rank closest to each player; i.e., White’s pawns start at a2, b2, c2, and so on, while Black’s pawns start at a7, b7, c7, and so on. The pawns are unique in several ways. A pawn can move only forward; it can never retreat. It moves differently than it captures. A pawn moves to the square directly ahead of it but captures on the squares diagonally in front of it; e.g., a White pawn at f5 can move to f6 but can capture only on g6 or e6. An unmoved pawn has the option of moving one or two squares forward. This is the reason for another peculiar option, called en passant—that is, in passing—available to a pawn when an enemy pawn on an adjoining file advances two squares on its initial move and could have been captured had it moved only one square. The first pawn can take the advancing pawn en passant, as if it had advanced only one square. An en passant capture must be made then or not at all. Only pawns can be captured en passant. The last unique feature of the pawn occurs if it reaches the end of a file; it must then be promoted to—that is, exchanged for—a queen, rook, bishop, or knight.

The one exception to the rule that a player may move only one piece at a time is a compound move of king and rook called castling. A player castles by shifting the king two squares in the direction of a rook, which is then placed on the square the king has crossed. For example, White can castle kingside by moving the king from e1 to g1 and the rook from h1 to f1. Castling is permitted only once in a game and is prohibited if the king or rook has previously moved or if any of the squares between them is occupied. Also, castling is not legal if the square the king starts on, crosses, or finishes on is attacked by an enemy piece.

Relative piece values

Assigning the pawn a value of 1, the values of the other pieces are approximately as follows: knight 3, bishop 3, rook 5, and queen 9. The relative values of knights and bishops vary with different pawn structures. Additionally, tactical considerations may temporarily override the pieces’ usual relative values. Material concerns are secondary to winning.

Object of the game

When a player moves a piece to a square on which it attacks the enemy king—that is, a square from which it could capture the king if the king is not shielded or moved—the king is said to be in check. The game is won when one king is in check and cannot avoid capture on the next move; this is called checkmate. A game also can end when a player, believing the situation to be hopeless, acknowledges defeat by resigning.

There are three possible results in chess: win, lose, or draw. There are six ways a draw can come about: (1) by mutual consent, (2) when neither player has enough pieces to deliver checkmate, (3) when one player can check the enemy king endlessly (perpetual check), (4) when a player who is not in check has no legal move (stalemate), (5) when an identical position occurs three times with the same player having the right to move, and (6) when no piece has been captured and no pawn has been moved within a period of 50 moves.

In competitive events, a victory is scored as one point, a draw as half a point, and a loss as no points.

Game notation

A move can be recorded by designating the initial of the piece moved and the square to which it moves. For example, Be5 means a bishop has moved to e5. There are two exceptions: a knight is identified by N, and no initials are used for pawn moves. For example, 1 e4 means White’s first move is a two-square advance of a pawn on the e-file, and 1 . . . Nf6 means Black’s response is to bring a knight from g8 to f6. For both White and Black, castling kingside is indicated by 0-0, while castling queenside is notated by 0-0-0. Captures are indicated by inserting an x or : between the piece moving and the square it moves to. For pawn moves, this means dxe5 indicates a White pawn on d4 captures a piece on e5. En passant captures are designated by e.p. Checks are indicated by adding ch or + at the end of the move, and checkmate is often indicated by adding # or ++ at the end of the move. Notation is used to record games as they are played and to analyze them in print afterward. In annotating (commenting) on a game, an appended exclamation mark means a very good move, two exclamation marks are occasionally used to indicate an extremely good move, a question mark indicates a bad move, two question marks indicate a blunder, and the combination of an exclamation mark and a question mark on the same move indicates a double-edged or somewhat dubious move.

Conduct of the game

Competitive chess is played according to a set of rules that supplement the basic laws governing how the pieces move. Among the more important rules are those governing completion of a move, recording of games, time controls (see The time element and competition), and penalties for illegal moves and other infractions.

Tournament and match chess is distinguished from casual games by the strict provisions for completing a move. Unless preceded by the warning “I adjust” (French: “j’adoube”), a piece touched must be moved or captured (if legally possible), and a completed move may not be retracted. The players also are obligated to record their moves. Only after making a move can they stop their allotted time from elapsing, usually by depressing a device on the chess clock used in competitive play.

A player can be penalized in a variety of ways, including forfeiture of the game, for consulting another player or any recorded material during the game, for analyzing the game on another board, or for distracting the opponent. Any player who realizes during a game that an illegal move has been made may demand that the position before the infraction be reinstated and that play proceed from there. If the illegality is discovered after the game is completed, the result stands without penalty.

History

Ancient precursors and related games

The origin of chess remains a matter of controversy. There is no credible evidence that chess existed in a form approaching the modern game before the 6th century ce. Game pieces found in Russia, China, India, Central Asia, Pakistan, and elsewhere that have been determined to be older than that are now regarded as coming from earlier distantly related board games, often involving dice and sometimes using playing boards of 100 or more squares.

One of those earlier games was a war game called chaturanga, a Sanskrit name for a battle formation mentioned in the Indian epic Mahabharata. Chaturanga was flourishing in northwestern India by the 7th century and is regarded as the earliest precursor of modern chess because it had two key features found in all later chess variants—different pieces had different powers (unlike checkers and go), and victory was based on one piece, the king of modern chess.

How chaturanga evolved is unclear. Some historians say chaturanga, perhaps played with dice on a 64-square board, gradually transformed into shatranj (or chatrang), a two-player game popular in northern India, Pakistan, Afghanistan, and southern parts of Central Asia after 600 ce. Shatranj resembled chaturanga but added a new piece, a firzān (counselor), which had nothing to do with any troop formation. A game of shatranj could be won either by eliminating all an opponent’s pieces (baring the king) or by ensuring the capture of the king. The initial positions of the pawns and knights have not changed, but there were considerable regional and temporal variations for the other pieces.

The game spread to the east, north, and west, taking on sharply different characteristics. In the East, carried by Buddhist pilgrims, Silk Road traders, and others, it was transformed into a game with inscribed disks that were often placed on the intersection of the lines of the board rather than within the squares. About 750 ce chess reached China, and by the 11th century it had come to Japan and Korea. Chinese chess, the most popular version of the Eastern game, has 9 files and 10 ranks as well as a boundary—the river, between the 5th and 6th ranks—that limits access to the enemy camp and makes the game slower than its Western cousin.

Introduction to Europe

A form of chaturanga or shatranj made its way to Europe by way of Persia, the Byzantine Empire, and, perhaps most important of all, the expanding Arabian empire. The oldest recorded game, found in a 10th-century manuscript, was played between a Baghdad historian, believed to be a favourite of three successive caliphs, and a pupil.

Muslims brought chess to North Africa, Sicily, and Spain by the 10th century. Eastern Slavs spread it to Kievan Rus about the same time. The Vikings carried the game as far as Iceland and England and are believed responsible for the most famous collection of chessmen, 78 walrus-ivory pieces of various sets that were found on the Isle of Lewis in the Outer Hebrides in 1831 and date from the 11th or 12th century.

Chess and dice games were periodically banned by kings and religious leaders. For example, King Louis IX forbade the game in France in 1254. However, the game’s popularity was helped by its social cachet: a chess set was often associated with wealth, knowledge, and power. It was a favourite of Kings Henry I, Henry II, John, and Richard I of England, of Philip II and Alfonso X (the Wise) of Spain, and of Ivan IV (the Terrible) of Russia. It was known as the royal game as early as the 15th century.

Standardization of rules

The modern rules and appearance of pieces evolved slowly, with widespread regional variation. By 1300, for example, the pawn had acquired the ability to move two squares on its first turn, rather than only one at a time as it did in shatranj. But this rule did not win general acceptance throughout Europe for more than 300 years.

Chess made its greatest progress after two crucial rule changes that became popular after 1475. Until then the counselor was limited to moving one square diagonally at a time. And, because a pawn that reached the eighth rank could become only a counselor, pawn promotion was a relatively minor factor in the course of a game. But under the new rules the counselor underwent a sex change and gained vastly increased mobility to become the most powerful piece on the board—the modern queen. This and the increased value of pawn promotion added a dynamic new element to chess. Also, the chaturanga piece called the elephant, which had been limited to a two-square diagonal jump in shatranj, became the bishop, more than doubling its range.

Until these changes occurred, checkmate was relatively rare, and more often a game was decided by baring the king. With the new queen and bishop powers, the trench warfare of medieval chess was replaced by a game in which checkmate could be delivered in as few as two moves.

The last two major changes in the rules—castling and the en passant capture—took longer to win acceptance. Both rules were known in the 15th century but had limited usage until the 18th century. Minor variations in other rules continued until the late 19th century; for example, it was not acceptable in many parts of Europe as late as the mid-19th century to promote a pawn to a queen if a player still had the original queen.

Set design

The appearance of the pieces has alternated between simple and ornate since chaturanga times. The simple design of pieces before 600 ce gradually led to figurative sets depicting animals, warriors, and noblemen. But Muslim sets of the 9th–12th centuries were often nonrepresentational and made of simple clay or carved stone following the Islamic prohibition of images of living creatures. The return to simpler, symbolic shatranj pieces is believed to have spurred the game’s popularity by making sets easier to make and by redirecting the players’ attention from the intricate pieces to the game itself.

Stylized sets, often adorned with precious and semi-precious stones, returned to fashion as the game spread to Europe and Russia. Playing boards, which had monochromatic squares in the Muslim world, began to have alternating black and white, or red and white, squares by 1000 ce and were often made of fine wood or marble. Peter I (the Great) of Russia had special campaign boards made of soft leather that he carried during military efforts.

The king became the largest piece and acquired a crown and sometimes an elaborate throne and mace. The knight’s close identification with the horse dates back to chaturanga. The pawn, as the lowest in power and social standing, has traditionally been the smallest and least representational of the pieces. The queen grew in size after 1475, when its powers expanded, and changed from a male counselor to the king’s female consort. The bishop was known by different names—“fool” in French and “elephant” in Russian, for example—and was not universally recognized by a distinctive mitre until the 19th century. Depiction of the rook also varied considerably. In Russia it was usually represented as a sailing ship until the 20th century. Elsewhere it was a warrior in a chariot or a castle turret.

The standard for modern sets was established about 1835 with a simple design by an Englishman, Nathaniel Cook. After it was patented in 1849, the design was endorsed by Howard Staunton, then the world’s best player; because of Staunton’s extensive promotion, it subsequently became known as the Staunton pattern. Only sets based on the Staunton design are allowed in international competition today.

The world championship and FIDE

The popularity of chess has for the past two centuries been closely tied to competition, usually in the form of two-player matches, for the title of world champion. The title was an unofficial one until 1886, but widespread spectator interest in the game began more than 50 years earlier. The first major international event was a series of six matches held in 1834 between the leading French and British players, Louis-Charles de la Bourdonnais of Paris and Alexander McDonnell of London, which ended with Bourdonnais’s victory. For the first time, a major chess event was reported extensively in newspapers and analyzed in books. Following Bourdonnais’s death in 1840, he was succeeded by Staunton after another match that gained international attention, Staunton’s defeat of Pierre-Charles Fournier de Saint-Amant of France in 1843. This match also helped introduce the idea of stakes competition, since Staunton won the £100 put up by supporters of the two players.

Staunton used his position as unofficial world champion to popularize the Staunton-pattern set, to promote a uniform set of rules, and to organize the first international tournament, held in London in 1851. Karl Ernst Adolf Anderssen, a German schoolteacher, was inspired by the Bourdonnais-McDonnell match to turn from problem composing to tournament competition, and he won the London tournament and with it recognition as unofficial champion. The London tournament, in turn, inspired American players to organize the first national championship, the First American Chess Congress, in New York City in 1857, which set off the first chess craze in the Western Hemisphere. The winner, Paul Morphy of New Orleans, was recognized as unofficial world champion after defeating Anderssen in 1858.

The world championship became more formalized after Morphy retired and Anderssen was defeated by Wilhelm Steinitz of Prague in a match in 1866. Steinitz was the first to claim the authority to determine how a title match should be held. He set down a series of rules and financial conditions under which he would defend his status as the world’s foremost player, and in 1886 he agreed to play Johann Zukertort of Austria in the first match specifically designated as being for the world championship. Steinitz reserved the right to determine whose challenge he would accept and when and how often he would defend his title.

Steinitz’s successor, Emanuel Lasker of Germany, proved a more demanding champion than Steinitz in arranging matches. He took long periods, from 1897 to 1907 and later from 1910 to 1921, without defending his title. After the leading national chess federations, the British and German, failed to arrange a match between Lasker and any of his leading challengers on the eve of World War I, the momentum for an independent international authority began to grow.

The controversy over the championship was eased when José Raúl Capablanca of Cuba defeated Lasker in 1921 and won the agreement, at a tournament in London in 1922, of the world’s other leading players to a written set of rules for championship challenges. Under those rules, any player who met certain financial conditions (in particular, guaranteeing a $10,000 stake) could challenge the World Champion. While the top players were trying to adhere to the London Rules, representatives of 15 countries met in Paris in 1924 to organize the first permanent international chess federation, known as FIDE, its French acronym for Fédération Internationale des Échecs.

The London Rules worked smoothly in 1927 when Capablanca was dethroned by Alexander Alekhine, the first Russian-born champion, but then proved to be a financial obstacle in Capablanca’s bid for a rematch. FIDE’s attempts to intervene failed. Alekhine was widely criticized for manipulating the rules, and when he died in 1946 FIDE assumed the authority to organize world championship matches.

From 1948, when FIDE organized a match tournament to fill the vacancy created by Alekhine’s death, until 1975 the FIDE format worked without major problems. The international federation organized three-year cycles of regional and international competitions to determine the challengers for the World Champion and solicited bids for match sites. The champion no longer had a veto power over opponents and was required to defend the title every three years.

FIDE also took over the Women’s World Championship and biennial Olympiad team championships, which originated in the 1920s. In addition, the federation developed new championship titles, particularly for junior players in various age groups. It also created a system for recognizing top players by arithmetic rating and by titles based on tournament performance. The highest title, after World Champion, is International Grandmaster, of whom there are now more than 500 in the world.

The easing and eventual end of the Cold War spurred international chess by reducing barriers. By the mid-1990s close to 2,000 tournaments registered with FIDE were held each year—more than 50 times the number during the 1950s. Amateur chess expanded sharply. Membership in the U.S. Chess Federation jumped from 2,100 in 1957 to more than 70,000 in 1973.

All World Champions and challengers from 1951 to 1969 were Soviet citizens, and all the championship matches were held in Moscow with small prizes and limited international publicity. The victory of Robert J. (Bobby) Fischer of the United States in 1972 was an abrupt change. Fischer’s demands spurred an increase in the prize fund to $250,000—a sum greater than all previous title matches combined. After winning the highly publicized match, Fischer insisted on a greater say in match rules than had any previous champion in the FIDE era. In particular, he objected to a rule, used by FIDE since 1951, that limited championship matches to 24 games. FIDE dropped the rule, but Fischer demanded further concessions. In the end he refused to defend his title; in 1975 he became the first champion to lose it by default.

Fischer’s successor, Anatoly Karpov of the Soviet Union, reigned for 10 years but was dethroned in 1985 by a countryman and bitter rival, Garry Kasparov. Kasparov then clashed repeatedly with FIDE over the rules governing the championship. He reluctantly agreed to defend his title under the federation’s rules three times during 1986–90, winning each time. However, when Nigel Short of England won the right to challenge Kasparov for the championship in 1993, he and Kasparov decided instead to play the match under the auspices of a new organization, the Professional Chess Association (PCA). Before Kasparov defeated Short in London in late 1993 in the first PCA championship, FIDE disqualified Kasparov and organized its own world championship match, won by Karpov.

FIDE began holding annual “knockout” tournaments in 1999 to determine its championship. Alexander Khalifman of Russia won the first tournament, which was held in Las Vegas, Nevada. In 2000 the tournament venue was split between New Delhi, India, and Tehrān, Iran, and was won by Viswanathan Anand of India. Meanwhile, Kasparov lost a title match to Vladimir Kramnik of Russia in 2000.

Following negotiations with FIDE, which recognized Kramnik as the “classical” world chess champion, he agreed to a unification match in 2006 with FIDE’s challenger, the Bulgarian grandmaster Veselin Topalov, who had won the 2005 FIDE World Championship Tournament. Kramnik won the match. As part of the unification contract, the winner agreed to risk the consolidated title in FIDE’s 2007 World Championship Tournament. Anand won the tournament and successfully defended the title against Kramnik in a 12-game match in 2008. Anand defeated Topalov in 2010 and Israel player Boris Gelfand in 2012 to retain his title. In 2013 Magnus Carlsen of Norway defeated Anand after only 10 games of a 12-game match to become, at age 22, the youngest-ever world chess champion.

Women in chess

Separation of the sexes in chess dates from about 1500 with the introduction of the queen. Chess became a much faster, more exciting game and, thus, came to be perceived as a more masculine pursuit. Women were often barred from the coffeehouses and taverns where chess clubs developed in the 19th century. However, women players achieved distinction separately from men by the middle of the century. The first chess clubs specifically for women were organized in the Netherlands in 1847. The first chess book written by a woman, The ABC of Chess, by “A Lady” (H.I. Cooke), appeared in England in 1860 and went into 10 editions. The first women’s tournament was sponsored in 1884 by the Sussex Chess Association.

Women also gained distinction in postal and problem chess during this period. An American woman, Ellen Gilbert, defeated a strong English amateur, George Gossip, twice in an international correspondence match in 1879—announcing checkmate in 21 moves in one game and in 35 moves in the other. Edith Winter-Wood composed more than 2,000 problems, 700 of which appeared in a book published in 1902.

The first woman player to gain attention in over-the-board competition with men was Vera Menchik (1906–44) of Great Britain. She won the first Women’s World Championship, a tournament organized by FIDE in 1927, and the next six women’s championship tournaments, in 1930–39. Her good results against men in British events led to invitations to some of the strongest pre-World War II tournaments, including Carlsbad 1929 (tournaments are identified by venue and year) and Moscow 1935. Among the strong male masters who lost to her were the world champion Max Euwe, Samuel Reshevsky, Sultan Khan, Jacques Mieses, Edgar Colle, and Frederick Yates. She was also one of the first women chess professionals.

Women’s chess received a major boost when the Soviet Union endorsed separate women’s tournaments as part of a general encouragement of the game. The 1924 women’s championship of Leningrad was the first women’s tournament sponsored by any government. Massive events, larger than anything open to either sex in the West, followed; nearly 5,000 women took part in the preliminary sections of the 1936 Soviet women’s championship, for example.

Improvements in playing strength ensued and led to Soviet domination of women’s chess for more than 30 years. After Menchik’s death, FIDE held a 16-player tournament in Moscow during the winter of 1949–50 to fill the vacancy. Soviet women took the top four places.

The Women’s World Championship has been decided by matches or elimination match tournaments organized by FIDE since 1953. After Menchik’s death the next three champions were Ludmilla Rudenko of Ukraine and Elizaveta Bykova and Olga Rubtsova of Russia. But, with the victory of Nona Gaprindashvili in 1962, an era of supremacy by Georgian players began. Gaprindashvili held the title for 16 years and became the first woman to earn the title of International Grandmaster. (FIDE established separate titles of International Woman Master in 1950 and International Woman Grandmaster in 1977.) Gaprindashvili was succeeded by another Georgian, Maya Chiburdanidze, in 1978. Georgians also won the right to challenge the champions in 1975, 1981, and 1988.

Soviet domination of women’s chess ended with the defeat of Chiburdanidze by Xie Jun, of China, in 1991 and the rise of the three Polgár sisters, Susan, Zsófia, and Judit. The Polgárs of Budapest were the most impressive women prodigies ever; each had achieved grandmaster-level performances by age 15. They also distinguished themselves by generally avoiding women-only competitions, until Susan Polgar defeated Xie for the women’s championship in 1996.

(From left) Zsófia, Susan, and Judit Polgár.

Courtesy of Susan Polgar

In the 1990s a series of men-versus-women events were organized as the difference in playing strength narrowed. In 1995 a team of five senior male grandmasters, including the former world champions Boris Spassky and Vasily Smyslov, was beaten 26 1/2 to 23 1/2 in a match against five leading women. Among the women was Judit Polgár, ranked eighth in the world on the international rating lists issued in July and October 2005 by FIDE, the highest level any woman had ever achieved.

Zhu Chen of China won the 2001 FIDE Women’s World Championship Tournament. FIDE had difficulty funding further events in the series, so the next tournament did not take place until 2004. The 2004 tournament was won by Antoaneta Stefanova of Bulgaria, and the championship went back on a regular two-year cycle. The next champions were Xu Yuhua of China (2006–08), Alexandra Kosteniuk of Russia (2008–10), and Hou Yifan of China (2010–12), who at age 16 was the youngest women’s world chess champion. Beginning in 2011, FIDE decided on a new system for determining the woman’s chess championship. In odd years a two-player match would be held, but in even years the title would be determined by a knockout tournament among 64 players. Hou defended her championship in 2011, but the 2012 tournament was won by Anna Ushenina of Ukraine. Hou regained the title in 2013.

Britannica Web sites

Chess is a game of skill for two players, each of whom moves 16 figures according to fixed rules across a board consisting of an eight-by-eight pattern of squares. . Victory depends on concentration and intuitive vision. The chess master Siegbert Tarrasch declared that "chess, like love, like music, has the power to make men happy." It is often called the royal game.

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